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Herold Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Herold Advisors’s Portfolio IMTM Stock Details IMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-115
Closed -$4.08K – 404
2022
Q1 		$4.08K Buy
+115
New +$4.09K ﹤0.01% 681
2021
Q4 		– Sell
-115
Closed -$4K – 394
2021
Q3 		$4K Buy
+115
New +$4.51K ﹤0.01% 677

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Herold Advisors's IMTM Position: Q2 2022 in Review

Herold Advisors sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2022, closing a stake of 115 shares — an estimated $4.08K sold.

Herold Advisors first reported a position in IMTM in Q3 2021 and held it in 2 quarters. The position peaked at $4.08K in Q1 2022. 103 funds tracked by Wall St. Rank hold IMTM as of Q2 2022.

  • Herold Advisors reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 115 iShares MSCI Intl Momentum Factor ETF shares in Q2 2022, an estimated $4.08K.
  • Herold Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $4.08K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.